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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
2209 S Loop 256 Ste 100, Palestine, TX 75801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Palestine | TX | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Palestine | TX | 11/2016 | 04/2022 |
| Wells Fargo Advisors Financial Network, Llc | Palestine | TX | 04/2022 | 06/2024 |
| &Partners, Llc | Nashville | TN | 06/2024 | Present |
WEST FINANCIAL GROUP LLC POSITION: owner NATURE: used to deposit my Production into from Wells now from &Partners. I expense my phone and miscellaneous expenses for my bustiness. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2022 ADDRESS: Palestine TX 75801, United States DESCRIPTION: owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-06 |
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